Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.611 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49204.47 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43287.08 Kr¶
PnL: ---------------------------------------> -1588.5 Kr¶
DD now: ---------------------------------> -7.372 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 15:49:57.131117'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.830000 | 1519.460000 | 96.460000 | 6.780000 | 1423.000014 |
| JM | 7 | 3.310000 | 961.800000 | 11.800000 | 1.240000 | 950.000002 |
| Hennes & Mauritz B | 6 | 0.710000 | 923.400000 | 11.400000 | 1.250000 | 912.000000 |
| Nederman Holding | 1 | 0.970000 | 208.000000 | 9.000000 | 4.520000 | 199.000000 |
| Atrium Ljungberg B | 5 | -0.280000 | 901.000000 | -3.000000 | -0.330000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| BioGaia B | 8 | -0.890000 | 892.800000 | -11.200000 | -1.240000 | 904.000000 |
| ASSA ABLOY B | 4 | -0.730000 | 981.600000 | -11.400000 | -1.150000 | 993.000000 |
| Eastnine | 6 | -1.830000 | 643.200000 | -13.800000 | -2.100000 | 657.000000 |
| Biotage | 1 | -0.750000 | 132.000000 | -17.000000 | -11.410000 | 149.000000 |
| Creaspac SPAC | 40 | 0.000000 | 3816.000000 | -18.000000 | -0.470000 | 3834.000000 |
| OX2 | 12 | -0.540000 | 886.200000 | -22.800000 | -2.510000 | 909.000000 |
| INVISIO | 15 | -0.630000 | 3547.500000 | -24.500000 | -0.690000 | 3571.999995 |
| Bufab | 3 | -0.850000 | 1049.400000 | -26.600000 | -2.470000 | 1076.000001 |
| Vitrolife | 3 | -1.460000 | 648.600000 | -28.400000 | -4.190000 | 677.000001 |
| Alimak Group | 12 | -0.490000 | 978.000000 | -29.000000 | -2.880000 | 1007.000004 |
| AcadeMedia | 20 | -1.950000 | 947.200000 | -30.800000 | -3.150000 | 978.000000 |
| Investor B | 3 | -0.310000 | 626.850000 | -31.150000 | -4.730000 | 657.999999 |
| Latour B | 4 | -0.920000 | 822.000000 | -34.000000 | -3.970000 | 856.000000 |
| EQT | 4 | 1.160000 | 837.200000 | -35.800000 | -4.100000 | 873.000000 |
| Vitec Software Group B | 2 | -0.740000 | 1068.000000 | -36.000000 | -3.260000 | 1104.000000 |
| Sandvik | 4 | -1.220000 | 812.000000 | -36.000000 | -4.250000 | 848.000000 |
| Sagax A | 4 | 0.000000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Byggmax Group | 33 | -0.710000 | 927.960000 | -39.040000 | -4.040000 | 966.999990 |
| Sagax B | 4 | -1.360000 | 844.000000 | -41.000000 | -4.630000 | 885.000000 |
| Platzer Fastigheter Holding B | 12 | 0.000000 | 909.600000 | -41.400000 | -4.350000 | 951.000000 |
| Hexatronic Group | 15 | -1.150000 | 1029.300000 | -41.700000 | -3.890000 | 1071.000000 |
| Gränges | 10 | -2.160000 | 997.000000 | -42.000000 | -4.040000 | 1039.000000 |
| Catena | 2 | 0.000000 | 762.800000 | -43.200000 | -5.360000 | 806.000000 |
| Addnode Group B | 7 | -1.360000 | 861.000000 | -44.000000 | -4.860000 | 904.999998 |
| Hoist Finance | 36 | -1.470000 | 966.600000 | -44.400000 | -4.390000 | 1010.999988 |
| SKF B | 5 | -1.010000 | 935.000000 | -45.000000 | -4.590000 | 980.000000 |
| HEXPOL B | 8 | -0.090000 | 886.400000 | -70.600000 | -7.380000 | 957.000000 |
| Hexagon B | 26 | -1.130000 | 3300.700000 | -119.300000 | -3.490000 | 3420.000012 |
| Orrön Energy | 170 | -2.840000 | 1919.300000 | -126.700000 | -6.190000 | 2045.999980 |
| VEF | 788 | -0.800000 | 1754.090000 | -148.910000 | -7.830000 | 1903.000300 |
| Sedana Medical | 93 | 0.360000 | 2570.520000 | -413.060000 | -13.840000 | 2983.577733 |
| TOTAL | 43287.080000 | -1588.500000 | -7.37171% | 44875.578016 |
Updated:¶
'2023-06-22 15:50:13.665220'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
